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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Olsen is a financial advisor who has been in the industry since August 20, 2018. Currently, Nicholas Olsen is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is licensed to provide investment advice in Arizona, California, Colorado, Florida, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington and Wyoming. Nicholas Olsen has been licensed in these states since October 6, 2022. Nicholas Olsen is also registered with the state of Texas as an investment advisor representative. Previously, Nicholas Olsen was registered with EDWARD JONES from September 3, 2019 to October 7, 2022 and INDEPENDENT FINANCIAL GROUP, LLC from July 12, 2018 to July 24, 2019. Nicholas Olsen has passed the Series 6, Series 7TO, Series 63 and Series 66 exams. Nicholas Olsen holds a General Partner/Managing Member position with A&N Investments, LLC which is an entity that holds investment property when acquired.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
10/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT GEORGE UT)
UT
09/03/2019 - 10/07/2022
EDWARD JONES (ST GEORGE UT)
OR
07/12/2018 - 07/24/2019
INDEPENDENT FINANCIAL GROUP, LLC (Lake Oswego OR)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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